5月26日，ARM Holdings夜盘上涨4.04%，报319.8美元/股，成交额538.54万美元，股价延续近期强势走势。
消息面上，ARM近期受多重利好驱动持续走强。核心逻辑在于AI从训练向推理阶段加速演进，CPU需求迎来结构性爆发。美银证券测算，服务器CPU市场规模将从约430亿美元增至2030年的1250亿美元，复合年增速31%。Bernstein给予ARM"跑赢大盘"评级及300美元目标价，预计其利润五年内增长五倍以上。英伟达此前财报中表示Vera CPU营收可见度已达200亿美元，进一步确认CPU价值重估趋势。ARM凭借低功耗架构优势，在云厂商自研芯片及AI推理场景中持续获得份额增量，市值已突破3000亿美元。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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